Founded in 2002, Surevest Private Wealth is an independent Registered Investment Adviser (RIA) that operates as a fiduciary. The firm offers comprehensive wealth management services, including personalized financial planning, retirement planning, estate planning, and investment management. They are committed to an evidence-based, academic investment philosophy, focusing on creating diversified, long-term portfolios designed to help clients achieve their financial goals and "live their best life."

Founded in

United States